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VMware, Inc. Message Board

  • benk60 benk60 Feb 11, 2013 1:10 PM Flag

    VMW reminds me of GRMN in 2007 EMC in 2000

    GRMN had price to sales ratio of around 10 in 2007, now it is 2.6. VMW price to sales ratio was 10 in Jan now 7+. Also happened to EMC in 2000 p/s now 2.4. GRMN was in growing market but more competitors entered the game and supply demand pricing curve started to change. I happens to the best of them....EMC? Markets mature margins change valuations expectations change. The big questions is not if..... but when? Microsoft and others may be effecting the when?

    Note CRM p/s approx 8.5 has high expectations too? Note GOOG p/s around 5 with noteworth margins so far.....

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